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Claim Form Details

Field NameTypeLinked Form / ModuleNotes
Rental (displayname " Rental")picklisttest_claims_management_portal.Claim_Form
Claim_Form_V1picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_1)
Claim_Form_2picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_2)
Claim_Form_3picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_3)
Claim_Form_4picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_4)
Claim_Form_5picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_5)
Claim_Form_6picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_6)
Claim_Form_7picklisttest_claims_management_portal.Claim_Form (↔ Add_Job_7)
PRI_Claim_Formpicklisttest_claims_management_portal.Claim_Form (↔ PRI_Job_Record)
Recto_Claim_Formpicklisttest_claims_management_portal.Claim_Form (↔ Recto_Job_Record)
Claims_Management_Formpicklisttest_claims_management_portal.Claims_Management_Form
Test_Delivery_Signature_IDpicklistTest_Delivery_Signature (↔ File_Number1)Private field
File_Number (unique)text
Exchange_FieldtextPrivate field
Hire_NumberpicklistValues: 1 / 2 / 3; allows custom "other" value
Movement_TypepicklistValues: Rental Only / Repair Only / Repair & Rental / PRI Booking / Recto Booking / Towing/Storage Only / Towing/Storage + Rental / Storage Only / Towing + Repair / Repair Only / Free Rental / Repair Only IITR/Crash Collab / Rental Only IITR/Crash Collab / Towing/Storage + Free Rental / Towing + Repair + Rental / Towing + Repair + Free Rental / Total Loss Rental Only / Total Loss + Towing/Storage + Rental / Free Rental Only; allows custom "other" value
Recovery_TypepicklistValues: 3rd Party / Direct / CBR - At Fault / CBR - Not At Fault / CBR - Not At Fault Direct / Private Job / Recto Hire
CBR_Rental_Durationnumber
CBR_Daily_Rental_RateINR (currency)
Rental_Vehicle_Registrationtext
Rental_Year_Make_ModeltextPrivate field
Year_Make_ModeltextPrivate field
Exchange_BookedpicklistValues: Yes / No; private field
Stage1picklistValues: Yes / No
Stage2picklistValues: Yes / No
Stage3picklistValues: Yes / No
Stage4picklistValues: Yes / No
Stage5picklistValues: Yes / No
Stage_6picklistValues: Yes / No
Stage_7picklistValues: Yes / No
Stage_8picklistValues: Yes / No
Client_Vehicle_issuepicklistValues: Yes / No; private field

Hire Status

Field NameTypeLinked Form / ModuleNotes
Hire_Status1 (displayname "Hire Status")picklistValues: Pending / On Hire / Off Hire / Reserved / Booked / In Repairs (Repair Only) / Returned to Client (Repair Only) / Cancel / Collected from Client / Holding Yard / Not Off Hired Correctly; default: Pending
Off_Hire_Datedate

Delivery Details

Field NameTypeLinked Form / ModuleNotes
Renter_Namename (composite)Personal data field; prefix/suffix hidden
Renter_PhonephonenumberPersonal data field
Delivery_Date_Timedatetime
Delivery_Datedate
Delivery_Addressaddress (composite)Personal data field; address line 2/country/lat/long hidden
Delivery_Notestextarea
Assigned_Delivery_DriverpicklistUsers (built-in)Personal data field
Assigned_Chase_Delivery_DriverpicklistUsers (built-in)Personal data field
Assigned_VehicleradiobuttonsAdd_Car (↔ Assigned_Hire)Searchable
Vehicle_ReservedpicklistValues: Yes / No
Rental_Start_KM_snumber
Rental_Start_Fuel_LevelpicklistValues: N/A / Empty / Quarter / Half / 3/4 / Full
Signature_Form_LinkpicklistTest_Delivery_SignaturePrivate field

Return Details

Field NameTypeLinked Form / ModuleNotes
Return_Date (displayname "Return Date Time")datetime
Return_Date_Date_Only (displayname "Return Date")date
Return_Addressaddress (composite)Personal data field; address line 2/state/country/lat/long hidden
Assigned_Collection_Driver_V1picklistUsers (built-in)Personal data field
Assigned_Chase_Collection_DriverpicklistUsers (built-in)Personal data field
End_Rental_KM_snumber
Rental_End_Fuel_LevelpicklistValues: N/A / Empty / Quarter / Half / 3/4 / Full
Collection_Notestextarea
Rental_COGSAUD (currency)
Test_Return_SignaturepicklistTest_Return_Signature (↔ Link_to_movement)Private field

Movement Details

Field NameTypeLinked Form / ModuleNotes
Movement_DatedatetimePrivate field
Movement_Date_OnlydatePrivate field
Movement_Time_OnlytimePrivate field
Movement_Addressaddress (composite)Personal data field; private field; address line 2/country/lat/long hidden
Movement_Person1 (displayname "Movement Person")picklistUsers (built-in)Personal data field
Movement_Chase_PersonpicklistUsers (built-in)Personal data field

Rental Details

Field NameTypeLinked Form / ModuleNotes
Rental_DaysformulaFormula: CBR_Rental_Duration if set, else days between Delivery_Date_Time and (today if On Hire, else Return_Date + 1)
Current_Hire_Daysnumber
Total_Current_Hire_Daysnumber
Rate_PlanpicklistRate_Plan
Daily_Rate_ex_GSTAUD (currency)
Daily_Rate_Total_Ex_GSTAUD (currency)
Daily_Rate_GSTAUD (currency)
Excess_Reduction1AUD (currency)
New_Daily_Excess_Reduction_FeeAUD (currency)
Daily_Administration_FeetextDefault: "$ 3"
AdministrationAUD (currency)
Delivery_Collection_FeeAUD (currency)
Daily_Registration_Recovery_FeeAUD (currency)
Sanitisation_FeeAUD (currency)Private field
Registration_Recovery_Fee_TotalAUD (currency)
Additional_Driver_Name1text
Excess_for_Additional_DriverpicklistValues: Choice 1 / Choice 2 / Choice 3
Additional_Driver_Licenseimage
Additional_Driver_Daily_FeeAUD (currency)Default: 0
Additional_Driver_TotalAUD (currency)
Additional_Driver_DaysnumberDefault: 0
Under_Age_Fee_DailyAUD (currency)Default: 0
Under_Age_Fee_TotalAUD (currency)
Under_Age_Fee_Daysnumber
Child_Seat_Daily_FeeAUD (currency)Default: 0
Child_Seat_Fee_TotalAUD (currency)Default: 0
Child_Seat_Fee_Daysnumber
Child_Seat_Installation_FeeAUD (currency)Default: 0
Child_Seat_Reinstallation_Back_FeeAUD (currency)Default: 0
Total_Rental_Charge_Ex_GSTAUD (currency)
Rental_Charge_GSTAUD (currency)
Total_Rental_Charge_Inc_GSTAUD (currency)
Old_Repair_Shoptext

Repair Shop Details

Field NameTypeLinked Form / ModuleNotes
Repair_shop_statuspicklistValues: New Repair Jobs / Being Repaired / Completed Awaiting Pick-Up / Missing Expected Repair Completion Date / Missing Images
Expected_Repair_Completion_Datedate
Half_way_ETA_Datedate
Repair_ETA_Daysnumber
New_Repair_Job_Assigned_Datedate
Repair_Stage_UpdatepicklistValues: Repair Progress Images / Change Repair ETA / Repairs Completed / Additional Parts Order
Please_explain_in_detail_why_the_repairs_are_delayedtextarea
Repair_Completion_StatuspicklistValues: Complete On Time / Repairs Delayed; allows custom "other" value
Upload_Labour_Invoiceupload file
notification_triggered_date_and_timedatetime
Upload_Parts_Invoiceupload file
Estimated_Labour_CostAUD (currency)
Agreed_Labour_CostAUD (currency)
agree_with_invoice_and_sent_to_paymentcheckboxDefault: false
Upload_Estimateupload file
Send_notification_to_RepairercheckboxDefault: false

Field NameTypeLinked Form / ModuleNotes
Refresh_ScreenpicklistValues: Yes / No

Rental Vehicle Inspection

Field NameTypeLinked Form / ModuleNotes
Issue_Typetext
Descriptiontextarea
Issue_Image_1image
Issue_Image_2image
Issue_Image_3image
Issue_Image_4image
Issue_Image_5image
Service_Due_Datedate
Service_Due_Kms1number

Fuel Recipt

Field NameTypeLinked Form / ModuleNotes
Upload_Receiptupload file
Fuel_Amount_Gst (displayname "Fuel Amount (Inc Gst)")AUD (currency)
Payment_Methodtext
Fueling_Customer_Vehicletext
Renthal (displayname "Related Vehicle")picklistAdd_Car
Image_of_Carimage
Date_Time (displayname "Date")date
Timetime
Uploaded_BypicklistUsers (built-in)Personal data field

Rental Vehicle Condition Client Sign-Off

Field NameTypeLinked Form / ModuleNotes
Rental_VehiclepicklistAdd_Car
Image_1_Full_side_of_the_vehicle_where_the_damage_is_visibleimage
Image_2_Close_up_of_the_issueimage
Image_3_Close_up_of_the_issueimage
Image_4_Close_up_of_the_issueimage

Authority to Act

Field NameTypeLinked Form / ModuleNotes
Owner_Namename (composite)Personal data field; prefix/suffix hidden
Owner_PhonephonenumberPersonal data field
Owner_EmailemailPersonal data field
Owner_Addressaddress (composite)Personal data field; lat/long hidden

Delivery Section

Field NameTypeLinked Form / ModuleNotes
Return_Screen_V1picklistReturn_Screen_V1
Damage_Descriptiontextarea
Delivery_Pickup_Date_and_Timetime
Delivery_SignaturesignaturePersonal data field
Delivery_Details_submitted_date_and_timedatetime

Time Stamps

Field NameTypeLinked Form / ModuleNotes
Sign_Off_Repair_Date_and_Time_Stampdatetime
Client_Vehicle_Sign_off_date_and_timedatetime
Vehicle_Inspection_Timedatetime
Rental_Vehicle_Drop_Off_Timedatetime
Client_Vehicle_Pick_Up_Timedatetime
Client_Vehicle_Drop_Off_Timedatetime
Driver_ATAdatetime
Owner_ATA_Timedatetime
Accident_Detail_Confirmationdatetime

Rental Vehicle Drop-Off with client

Field NameTypeLinked Form / ModuleNotes
KMs_of_Loan_Vehiclenumber
Picture_of_the_Dashimage
Driving_License_Frontupload file
Driving_License_Backupload file

Section (row 16)

Field NameTypeLinked Form / ModuleNotes
Repair_Job_StatuspicklistValues: New Repair Jobs to Assign / New Recto Jobs to Assign / Assigned Awaiting Pick-Up / Assigned Awaiting for Delivery / In for Repair / Repair Completed / Quality Control / Quality Control Completed – Book a Clean / Being Washed / Complete Awaiting Delivery / Completed / Washing Completed / Mechanical Issue Needs Fixing / Ready for Delivery / Mechanical issue Fixed
Is_Ready_for_DeliverycheckboxDefault: false

System

Field NameTypeLinked Form / ModuleNotes
Tow_Job_TypepicklistValues: Client Vehicle Pick Up / Vehicle Tow Job
Previous_Hire_StatuspicklistValues: Pending / On Hire / Off Hire / Reserved / Booked / In Repairs (Repair Only) / Returned to Client (Repair Only) / Cancel / Collected from Client / Holding Yard
Assign_Rental_VehiclepicklistAdd_Car
Tow_Job_StagepicklistValues: Booked / Towing Authority / Client Vehicle Pick Up / Client Vehicle Drop Off / Vehicle Pick Up / Vehicle Drop Off / Completed / Accident Detail Confirmation / Authority to Act
Tow_Booking_Datedate
Who_Authorised_the_Towname (composite)Personal data field; prefix/suffix hidden
Is_the_vehicle_towed_by_external_towingpicklistValues: Yes / No
Drop_off_statepicklistValues: state 1 / state 2 / state 3 / state 4 / state 5 / state 6 / state 7 / state 8 / Completed / start
Current_WorkflowpicklistValues: New CC Flow / Delivery Flow / PRI Workflow / Recto Workflow / Loan Car Swap Workflow; allows custom "other" value
Current_Workflow_StagepicklistValues: Vehicle Inspection / Add Fuel Receipt / Accident Detail Confirmation / Authority to Act / Rental Vehicle Dropping Location / Client Vehicle Dropping Location / Client Vehicle Pick-Up / Pick-Up Rental Vehicle / Rental Vehicle Drop off with client / New CC Flow Completed / Delivery Flow Completed / PRI Flow Completed / Recto Flow Completed / Loan Car Swap Flow Completed; allows custom "other" value
Towing_Authority1picklistTowing_Authority
Deliveries_ReportpicklistDeliveries_Report
Rental_Vehicle_Drop_Off_With_ClientpicklistRental_Vehicle_Drop_Off_With_Client
Drop_Off_With_Client_LCSpicklistDrop_Off_With_Client_LCS
Client_Vehicle_Pick_UppicklistClient_Vehicle_Pick_Up
Client_Vehicle_Pick_Up_PRIpicklistClient_Vehicle_Pick_Up_PRI
Client_Vehicle_Drop_of_LocationpicklistClient_Vehicle_Drop_of_Location
Recto_Pick_UppicklistRecto_Pick_Up
Cleaning_StatuspicklistValues: Vehicles to Clean / Vehicles Cleaned
Driver_who_picked_up_the_vehiclepicklistUsers (built-in)Personal data field
Pick_Up_Location_NamepicklistLocations
Pick_Up_Sub_Location_NamepicklistLocation_Sub_Location_V1
Drop_off_Location_NamepicklistLocations
Drop_Off_Sub_Location_NamepicklistLocation_Sub_Location_V1
Delivery_Location_TypepicklistValues: Repair Shop / Quality Control / Cleaning Service / Head Quarter
Pickup_Location_TypepicklistValues: Repair Shop / Quality Control / Cleaning Service / Head Quarter
Drop_Off_Locationtext
Pick_Up_Locationtext
Repair_Shop (displayname "Repair Shop Drop off")picklisttest_claims_management_portal.Repairers
Cleaning_Service_Drop_offpicklistCleaning_Service
HQ_Location_Name_PickuppicklistCrash_Claim_HQ
Subsequent_Tow_Truck_Usage_LogpicklistTow_Truck_Usage_Log
Latest_Tow_Truck_Usage_LogpicklistTow_Truck_Usage_Log
HQ_Location_Name_Drop_OffpicklistCrash_Claim_HQ
Internal_Mechanical_location_Drop_OffpicklistInternal_Mechanical_locations
Customer_Vehicle_Locations_Pick_Up1picklistCustomer_Vehicle_Locations
Customer_Vehicle_Locations_drop_offpicklistCustomer_Vehicle_Locations
Internal_Mechanical_locations_Pick_UppicklistInternal_Mechanical_locations
Decal_Pick_Up_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Decal"
Decal_Drop_off_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Decal"
Tyres_Pick_Up_LocationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name contains "Tyres"
Tyres_Drop_off_locationpicklistLocation_Sub_locations (filtered)Filtered lookup: Locations.Place_Name == "Tyres"
Repair_Shop_Pickuppicklisttest_claims_management_portal.Repairers
Cleaning_Service_PickuppicklistCleaning_Service
Assessment_Images_Linktext
Completion_Images_Linktext
Repair_Progress_Images_Linktext
other_location_pickuptext
other_location_drop_offtext
Repair_ETAdate
Repair_Completion_Datedate
Repair_Start_Date_1date
Repair_Start_Date_2date
Repair_Notes (displayname "Notes")textarea
Dropped_In_Repair_Shop_Date (displayname "In Date")date
Internal_Movement_Datedatetime
Internal_Movement_Date_Onlydate
Internal_Movement_Time_Onlytime
Internal_Movement_Addressaddress (composite)Personal data field; lat/long hidden
Internal_Movement_Person1picklisttest_claims_management_portal.User
Internal_Movement_Chase_Person1picklisttest_claims_management_portal.User
Internal_Movement_PersonpicklistUsers (built-in)Personal data field
Internal_Movement_Chase_PersonpicklistUsers (built-in)Personal data field
Pick_up_Datedatetime
Pick_Up_Time_Onlytime
Pick_Up_Date_Onlydate
Drop_Off_Datedatetime
Drop_Off_Date_Onlydate
Additional_Driver_Name (displayname "Additional Driver Name old")picklistUsers (built-in)Personal data field
Drop_Off_Timetime
Latest_Internal_Movement_Record_Idtext
Latest_Movement_Record_Idtext
Restrict_New_CC_WorkflowcheckboxDefault: false
Accident_Detail_Confirmation_V1picklistAccident_Detail_Confirmation_V1
Pickup_Cliq_Message_ID_Internal_Movementtext
Latest_Cliq_Message_ID_Internal_Movement (displayname "Drop Off Cliq Message ID - Internal Movement")text
Date_Dropped_Off_at_Holding_Yarddatetime
Date_Picked_Up_from_Holding_Yarddatetime
Date_Dropped_Off_At_Next_Locationdatetime
Vehicle_MovementssubformVehicle_Movement (↔ Add_Job)
Parts_OrdersubformParts_Order (↔ Add_Job)

Section (row 20)

Field NameTypeLinked Form / ModuleNotes
Active_Loan_Car_Swap_work_flowcheckboxDefault: false
Active_Deliver_Rental_Pickup_New_flowcheckboxDefault: false
Enable_Rental_Only_Pickup_FlowcheckboxDefault: false
Rental_Vehicle_Picked_Up_Date_Timedatetime
Rental_Pickup_Only_StagepicklistValues: Booked / Pick Up Rental Vehicle / Add Fuel Receipt / Rental Vehicle Drop-Off Location / Completed; allows custom "other" value
Loan_Car_Swap_StagepicklistValues: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Completed / Rental Vehicle Inspection / Add Fuel Receipt Rental 2 / Pick-Up Rental Vehicle / Rental Vehicle Drop off with client / Add fuel receipt / Rental vehicle drop off location / Booked; allows custom "other" value
Towing_AuthoritypicklistValues: Completed
Tow_Client_Vehicle_Drop_off_Completeddatetime
Rental_Job_StagepicklistValues: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Stage 8 / Stage 9 / Completed / Rental Vehicle Inspection / Add Fuel Receipt / Accident Detail Confirmation / Authority to Act / Rental Vehicle Drop-Off with Client / Booked / Client Vehicle Pick-Up / Add Fuel Receipt-Client / Client Vehicle Drop-off Location; allows custom "other" value
Repair_Job_StagepicklistValues: Stage 1 / Stage 2 / Stage 3 / Completed / Accident details confirmation / Authority to Act / Client Vehicle Pick-Up / Add Fuel Receipt / Client Vehicle Drop of Location / Workflow Completed; allows custom "other" value
Delivery_Stage (displayname "PRI Delivery Stage")picklistValues: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Stage 7 / Stage 8 / Stage 9 / Completed; allows custom "other" value
Delivery_StagespicklistValues: Stage 1 / Stage 2 / Stage 3 / Stage 4 / Stage 5 / Stage 6 / Completed / Vehicle Inspection / Add Fuel Receipt - Rental / Client Vehicle Condition Sign-Off / Booked / Pick Up Rental Vehicle / Rental Vehicle Drop-Off Location / Add Fuel Receipt - Client; allows custom "other" value
Active_CC_New_WorkflowcheckboxDefault: false
Recto_Descriptiontextarea
Assign_the_Claim_to_Claims_ConsultantpicklistUsers (built-in)Personal data field
Same_person_who_is_assigned_to_the_ClaimcheckboxDefault: false
Marked_as_Not_found_On_Hire_reccheckboxDefault: false

Mechanical Issue

Field NameTypeLinked Form / ModuleNotes
Mechanical_Wheel_IssuecheckboxDefault: false
Issue_Raised_Date_and_Timedatetime
Issue_Notestextarea
Issue_Raised_Bypicklisttest_claims_management_portal.User
Mechanical_Issue_StatuspicklistValues: Issue Raised / Issue Resolved
Issue_Resolved_Date_and_Timedatetime
Issue_Resolved_Bypicklisttest_claims_management_portal.User
Upate_ActionpicklistValues: Fixed on the spot / Order parts
What_did_you_do_to_fix_ittextarea
What_parts_are_neededtextarea

Cleaning Service

Field NameTypeLinked Form / ModuleNotes
Cleaning_Service_NamepicklistCleaning_Service
Cleaning_Service_StatuspicklistValues: In Service / Service Completed / Service Not Completed
Date_Sent_to_cleaning_servicedatetime
Service_Completed_Date_and_Timedatetime
Reason_For_Not_Completedtextarea
Client_vehicle_Sign_offpicklistClient_vehicle_Sign_off
Towing_Not_IncludedcheckboxDefault: false
Job_Active_On_Datedatetime
Vehicle_Returned_to_client_ondatetime
Rectificationpicklisttest_claims_management_portal.Rectification (↔ Related_Job_Records)
Movement_Pick_up_notestextarea
Movement_Delivery_Notestextarea
Job_Start_Timedatetime
Job_End_Timedatetime